Filed September 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $25,627 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $1,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,285 | $38,365+49.3% | $84,628-32.3% | $65,185-12.1% |
| Participation rate | 87.9% | 55.7%+32.2pp | 68.2%+19.6pp | 70.2%+17.6pp |
| Annual return | 16.86% | 32.00%-15.1pp | 258.80%-241.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $3,040 | $1,258+141.6% | $2,653+14.6% | $2,177+39.7% |
| Participant deferral / active EE | $2,481 | $2,278+8.9% | $3,900-36.4% | $3,514-29.4% |
| Admin fee / account holder | $233 | $451-48.4% | $4,914-95.3% | $847-72.5% |